crm_add_deal_note · Medicus CRM MCP Server MCP

WHAT IT DOES

What crm_add_deal_note does on Medicus CRM MCP Server

AI agents use crm_add_deal_note to create or update resources in Medicus CRM MCP Server — usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your Medicus CRM MCP Server environment.

WHY IT NEEDS A POLICY

Why crm_add_deal_note needs a policy

This tool creates or appends a note to a deal entity, which is a reversible modification of CRM data. It does not execute code, delete data, move money, or trigger external operations. Notes can typically be deleted or edited later. The blast radius is minimal—adding a note is a low-risk CRM operation with no destructive or financial implications.

From the tool's definition Tool name is 'crm_add_deal_note' and description states 'Add a note to a deal.' The verb 'add' indicates creation of new data (a note) associated with an existing deal record.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

crm_add_deal_note Rate-limited

crm_add_deal_note stays usable, but capped — an agent stuck in a loop can't make hundreds of changes a minute. Everything else on the server is denied unless you say otherwise.

View as policy code

policy.json

{
  "version": "1",
  "default": "deny",
  "tools": {
    "crm_add_deal_note": {
      "limits": [
        {
          "counter": "crm_add_deal_note_rate",
          "window": "minute",
          "max": 30,
          "scope": "grant"
        }
      ]
    }
  }
}

LIMIT THIS TOOL →

Instant setup, no code required.

PolicyLayer is an MCP gateway: every tool call is checked against your rule before it reaches Medicus CRM MCP Server, so you can run agents against it safely.

FAQ

Questions about crm_add_deal_note

What does the crm_add_deal_note tool do? +

Add a note to a deal. It is categorised as a Write tool in the Medicus CRM MCP Server MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

How do I enforce a policy on crm_add_deal_note? +

Register the Medicus CRM MCP Server MCP server in PolicyLayer and add a rule for crm_add_deal_note: allow, deny, rate-limit, or require approval. Point your MCP client at the PolicyLayer proxy URL and the rule is enforced on every call, before it reaches Medicus CRM MCP Server. Nothing to install.

What risk level is crm_add_deal_note? +

crm_add_deal_note is a Write tool with medium risk. Write tools should be rate-limited to prevent accidental bulk modifications.

Can I rate-limit crm_add_deal_note? +

Yes. Add a rate_limit block to the crm_add_deal_note rule in your PolicyLayer policy. For example, setting max: 10 and window: 60 limits the tool to 10 calls per minute. Rate limits are tracked per agent session and reset automatically.

How do I block crm_add_deal_note completely? +

Set action: deny in the PolicyLayer policy for crm_add_deal_note. The AI agent will receive a policy violation error and cannot call the tool. You can also include a reason field to explain why the tool is blocked.

What MCP server provides crm_add_deal_note? +

crm_add_deal_note is provided by the Medicus CRM MCP Server MCP server (soundrolling/crmmcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.